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Vanguard Tax-Exempt Bond Index Fund

1,206 hedge funds and large institutions have $26.5B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 502 increasing their positions, 439 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,206
Holders Change
-4
Holders Change %
-0.33%
% of All Funds
16.38%
Holding in Top 10
102
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.99%
% of All Funds
1.39%
New
105
Increased
502
Reduced
439
Closed
86
Calls
$844K
Puts
$29.7M
Net Calls
-$28.9M
Net Calls Change
-$25.8M
Name Holding Trade Value Shares
Change
Shares
Change %
HIC
926
Holderness Investments Company
North Carolina
$409K
CT
927
Colonial Trust
South Carolina
$408K +$210K +4,226 +106%
LFA
928
Level Financial Advisors
New York
$408K
TWA
929
Trellis Wealth Advisors
California
$407K +$794 +16 +0.2%
NJIM
930
Nabity-Jensen Investment Management
Nebraska
$406K -$88.8K -1,789 -18%
IWN
931
Independent Wealth Network
Iowa
$402K +$25.9K +522 +7%
ECM
932
Elgethun Capital Management
South Dakota
$398K +$398K +8,011 New
BH
933
Burk Holdings
Oklahoma
$395K -$30K -604 -7%
CCA
934
Checchi Capital Advisers
California
$394K -$323K -6,504 -45%
PWA
935
Physician Wealth Advisors
Utah
$382K +$11.2K +225 +3%
WHCI
936
W.H. Cornerstone Investments
Massachusetts
$382K -$323K -6,508 -46%
KSWA
937
Kathleen S. Wright Associates
Pennsylvania
$379K -$347K -7,000 -48%
CA
938
Calton & Associates
Florida
$379K +$83.7K +1,687 +28%
SPFA
939
Summit Place Financial Advisors
New Jersey
$378K +$378K +7,625 New
ALA
940
Atlas Legacy Advisors
California
$378K -$88.6K -1,787 -19%
KFP
941
Keener Financial Planning
Texas
$378K -$220K -4,436 -37%
AWA
942
Acorn Wealth Advisors
Michigan
$375K +$96.3K +1,940 +35%
SWA
943
SFMG Wealth Advisors
Texas
$373K +$373K +7,526 New
P
944
Pitcairn
Pennsylvania
$371K
RIM
945
Redwood Investment Management
Arizona
$370K +$1.74K +35 +0.5%
CIM
946
Cambria Investment Management
California
$369K
WTFG
947
Wood Tarver Financial Group
Idaho
$368K -$3.33K -67 -0.9%
WMN
948
Wealth Management Nebraska
Nebraska
$367K +$5.01K +101 +1%
MC
949
Moors & Cabot
Massachusetts
$366K
CFP
950
Catalyst Financial Partners
Massachusetts
$365K +$18.9K +381 +5%